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HBK Sorce Advisory’s KLA KLAC Stock Holding History

HBK Sorce Advisory’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.16M Sell
11,540
-660
-5% -$96.6K 0.04% 144
2025
Q4 		$1.76M Buy
12,200
+290
+2% +$34K 0.04% 170
2025
Q3 		$1.29M Sell
11,910
-120
-1% -$11.2K 0.03% 196
2025
Q2 		$1.08M Buy
12,030
+1,180
+11% +$88.8K 0.03% 214
2025
Q1 		$737K Buy
10,850
+2,090
+24% +$151K 0.02% 269
2024
Q4 		$552K Sell
8,760
-810
-8% -$54.7K 0.02% 314
2024
Q3 		$741K Sell
9,570
-140
-1% -$11K 0.02% 263
2024
Q2 		$800K Buy
9,710
+760
+8% +$56.1K 0.03% 243
2024
Q1 		$625K Sell
8,950
-50
-0.6% -$3.21K 0.02% 292
2023
Q4 		$523K Sell
9,000
-520
-5% -$27.1K 0.02% 309
2023
Q3 		$437K Sell
9,520
-1,130
-11% -$54.2K 0.02% 341
2023
Q2 		$516K Buy
10,650
+60
+0.6% +$2.51K 0.02% 322
2023
Q1 		$423K Sell
10,590
-11,550
-52% -$455K 0.02% 364
2022
Q4 		$837K Buy
22,140
+13,680
+162% +$477K 0.02% 319
2022
Q3 		$256K Buy
8,460
+40
+0.5% +$1.39K 0.02% 396
2022
Q2 		$269K Buy
8,420
+410
+5% +$13.8K 0.02% 364
2022
Q1 		$293K Sell
8,010
-880
-10% -$32.9K 0.02% 403
2021
Q4 		$382K Sell
8,890
-230
-3% -$8.88K 0.02% 390
2021
Q3 		$305K Buy
+9,120
New +$304K 0.02% 435

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

HBK Sorce Advisory's KLAC Position: Q1 2026 in Review

HBK Sorce Advisory reduced its KLA (KLAC) stake by 5.4% in Q1 2026, selling an estimated $96.6K and leaving 11,540 shares worth $2.16M. The position accounts for 0.04% of the portfolio, ranked #144.

HBK Sorce Advisory first reported a position in KLAC in Q3 2021 and has held it in 19 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • HBK Sorce Advisory held 11,540 shares of KLA worth $2.16M as of Q1 2026.
  • HBK Sorce Advisory sold 660 KLA shares in Q1 2026, an estimated $96.6K.
  • KLA made up 0.04% of HBK Sorce Advisory's portfolio in Q1 2026, its #144 holding.
  • HBK Sorce Advisory first reported a position in KLA in Q3 2021 and has held it in 19 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.